Less than two weeks after announcing a two-way integration with Riskalyze, marketing firm Twenty Over Ten is partnering with CRM software developer Redtail Technology on a new integration. The latest link-up and sync-up means advisors using the inbound marketing tool Lead Pilot will be able to connect their Redtail account information and contacts, according to an announcement.
The integration will reduce the time and effort advisors spend on adding contacts to Lead Pilot, as well as marketing to current clients and prospects, said Ryan Russell, co-founder of Twenty Over Ten. “Thousands of organizations” will benefit from the new functionality, according to the announcement.
"With direct access to Redtail through their Lead Pilot platform, advisors can reach their clients easier and faster,” said Brian McLaughlin, CEO at Redtail. "Our integration with Lead Pilot demonstrates the powerful impact of technology for today's financial professionals.”